Advisor at SYM Financial Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
SYM Financial Advisors
Location
Winona Lake, IN 46590
Credentials
CFP®
Industry experience
4 years
Financial Planning Projects fees are negotiated per project; 50% due at start, 50% at completion; advance payments not to exceed $1,200 for projects > 6 months
$0+: .30% - 1.50% for Wealth Management (tiered based on assets) $0+: Up to 1.25% for Portfolio Management (generally less than or equal to 1.25%) $0+: .20% - .70% for Qualified Plan Consulting (tiered based on assets)
Account minimum: Generally no less than $2,500 for Wealth Management clients with emerging wealth; generally no less than $4,000 minimum annual fee for Qualified Plan Consulting clients Minimum fee: Generally no less than $2,500 minimum annual fee for Wealth Management; generally no less than $4,000 minimum annual fee for Qualified Plan Consulting
SYM Financial Advisors
2017 - Present (9 years)
ProFed Credit Union
2015 - 2017 (2 years)
Student
2011 - 2016 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, Series 66
Warsaw, IN
Edward Jones
CFP®, ChFC®, Series 66
Warsaw, IN
Edward Jones
CFP®, Series 63, Series 66
Warsaw, IN
Edward Jones
Series 63, Series 66
Leesburg, IN
Edward Jones
CFP®, Series 66
Winona Lake, IN
Edward Jones
CFP®, Series 66
Warsaw, IN
Edward Jones
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